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IUL and the Investment Optimizer Strategy? | #170
Manage episode 441405895 series 2967012
This week, Rod is back, and we are talking about a subject that comes up pretty frequently in our world. Today, we are laying out the pros and cons of using index universal life insurance versus whole life insurance as an investment optimization tool. Our goal is to help you make a decision that makes sense for YOU!
Money Insights is a strategic planning firm that is founded on the principle that "off-the-shelf" products and solutions often do not meet the needs of high-income earners. The Money Insights team works to collaboratively design customized financial solutions that will leave a lasting impact on each of their unique clients.
Visit Money Insights and take the Investor Quiz at https://moneyinsightsgroup.com !
Listen to the Money Insights podcast on Spotify, Apple Podcasts, or at https://moneyinsightsgroup.com/podcast
101 afleveringen
Manage episode 441405895 series 2967012
This week, Rod is back, and we are talking about a subject that comes up pretty frequently in our world. Today, we are laying out the pros and cons of using index universal life insurance versus whole life insurance as an investment optimization tool. Our goal is to help you make a decision that makes sense for YOU!
Money Insights is a strategic planning firm that is founded on the principle that "off-the-shelf" products and solutions often do not meet the needs of high-income earners. The Money Insights team works to collaboratively design customized financial solutions that will leave a lasting impact on each of their unique clients.
Visit Money Insights and take the Investor Quiz at https://moneyinsightsgroup.com !
Listen to the Money Insights podcast on Spotify, Apple Podcasts, or at https://moneyinsightsgroup.com/podcast
101 afleveringen
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